Question 1

What is Heldstack?

Accepted Answer

Heldstack is an educational platform and community for disciplined investors. We teach the STACK framework—a systematic approach to analyzing companies based on objective criteria. We are NOT investment advisors. We provide education and tools for you to make your own informed decisions.

Question 2

What is the STACK framework?

Accepted Answer

STACK is a framework for analyzing companies using five questions: Does it have Sustainable Profits? Is there True Cash Flow? Are Assets Over Liabilities (solid balance sheet)? Is there Capital Efficiency? Is it Known Through Time? It's a tool for understanding company fundamentals, not a recommendation system.

Question 3

Is this investment advice?

Accepted Answer

No. Heldstack is purely educational. Nothing on this platform constitutes financial advice, investment recommendations, or guarantees of returns. Past backtest results do not guarantee future performance. You are solely responsible for your decisions. Always do your own research and consider consulting a qualified financial advisor.

Question 4

Why 'Less is More'?

Accepted Answer

We believe in simplicity and discipline over complexity and speculation. Instead of chasing trends or following the crowd, we focus on understanding the fundamentals of businesses. Fewer decisions, better informed, owned longer.

Question 5

How was STACK developed?

Accepted Answer

STACK is based on fundamental analysis principles used by long-term investors for decades. We combined these principles into a systematic framework with clear criteria. The framework was backtested over historical data for educational purposes.

Question 6

What does the backtest show?

Accepted Answer

Our historical backtest shows how a Holding following STACK criteria would have performed over time. While past results showed significant outperformance vs broad market indices, this is for educational illustration only. Past performance does NOT guarantee future results.

Question 7

Which companies and markets are covered?

Accepted Answer

We cover companies from the S&P 500 (US) and the STOXX 600 (Europe) across multiple countries. Coverage is focused on established, publicly traded companies with sufficient financial history.

Question 8

What can I do on Heldstack?

Accepted Answer

Explore company analyses using STACK criteria, learn about fundamental analysis through our educational content, and participate in community discussions with other investors. Premium features (coming soon) will include Holding management tools.

Question 9

Is Heldstack free?

Accepted Answer

Core features including company exploration, educational content, and community access will be available for free. We plan to offer premium features for advanced Holding management in the future.

Question 10

When is Heldstack launching?

Accepted Answer

We're currently in pre-launch. Join our waitlist to be notified when we launch and get early access to the platform.

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